Added to YB: 2026-09-08
Pitch date: 2026-09-04
DOCU [bullish]
DocuSign, Inc.
Author Info
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Company Info
DocuSign, Inc. provides electronic signature solution in the United States and internationally. The company offers AI-powered intelligent agreement management (IAM) platform to optimize the gain intelligence and automation across the entire agreement lifecycle; and provides e-signature solution that enables sending and signing of agreements on various devices; Contract Lifecycle Management (CLM), which automates workflows across the entire agreement process; and Document Generation streamlines the process of generating new, custom agreements.
Market Cap
$12.8B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
26.02
P/E
41.61
EV/Sales
3.63
Sector
Software
Category
growth
DocuSign, Inc. ($DOCU)
DOCU (earnings): Q2 offered the strongest evidence yet that AI could benefit rather than displace DocuSign. IAM rose from 2.3% of ARR at FY25-end to 15.1% and was the primary driver of growth acceleration; direct dollar net retention reached 103%, $300,000-plus customers grew 14%, and FY27 ARR growth guidance increased to 8.5-9.0%. Key uncertainties are reliance on installed-base conversions, undisclosed contract uplift and AI connectors that are not yet a material distribution channel.
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